$SUPER MICRO COMPUTER INC(SMCI

79
4
Favorite

JimmyHua
2025-03-03

SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.

# SMCI Roller Coaster: Are Risks Mounting?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（4）

Top
Latest

Merle Ted
·2025-03-03
This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍
Reply
1
Report
Mortimer Arthur
·2025-03-03
情况会变得更好，因为首席执行官现在可以专注于他们的核心业务。由于首席执行官因延迟申报而分心，本季度可能看起来不太好。但事后，应该是伟大而强大的！
Reply
Like
Report
Nativeexp
·2025-03-04
Potentially could see uptick as tariffs are priced in and market goes up after panick selling
Reply
Like
Report
Quick10
·2025-03-04
But is still dropping .. scary !! Not cut lost ?
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":409485500317784,"tweetId":"409485500317784","gmtCreate":1740988477163,"gmtModify":1740988487816,"author":{"id":10000000000011856,"idStr":"10000000000011856","authorId":10000000000011856,"authorIdStr":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":504,"starInvestorFlag":false},"themes":[{"themeId":"700fffe62dc143f78bf42e3cae1ed768","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SMCI Roller Coaster: Are Risks Mounting?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":700fffe62dc143f78bf42e3cae1ed768}&rnconfig={\"headerBarHidden\": true}","description":"Despite hitting a record $7.22B in quarterly revenue, Supermicro faces mounting risks—nearly 60% of its revenue comes from just two clients, 73% of receivables are under pressure, and a $150M financial gap needs fixing. Goldman Sachs’ latest report highlights valuation concerns.\n-----------------\nAs a shadow stock of Nvidia, which do you think is a better \"buy the dip\" opportunity—SMCI or Nvidia? Is SMCI's valuation reasonable? What is your target price for SMCI?\n","image":"https://community-static.tradeup.com/news/2c781ca3214c5166306d03e245e4f6a0"}],"images":[{"img":"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb","width":"1200","height":"675"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb","width":"1200","height":"675"}],"html":"<html><head></head><body> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.<img src=\"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb\" tg-width=\"1200\" tg-height=\"675\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.<img src=\"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb\" tg-width=\"1200\" tg-height=\"675\"></body></html>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.","highlighted":1,"essential":1,"paper":1,"likeSize":79,"commentSize":4,"repostSize":218,"favoriteSize":0,"link":"https://ttm.financial/post/409485500317784","repostId":0,"isVote":1,"tweetType":1,"viewCount":9880,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":253,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":409491490488408,"commentId":"409491490488408","gmtCreate":1740989939609,"gmtModify":1740989944437,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":409485500317784,"objectIdStr":"409485500317784","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍","text":"This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍","html":"This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":409492058161216,"commentId":"409492058161216","gmtCreate":1740990156766,"gmtModify":1740990161658,"authorId":10000000000010994,"author":{"id":10000000000010994,"idStr":"10000000000010994","authorId":10000000000010994,"name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":409485500317784,"objectIdStr":"409485500317784","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"情况会变得更好，因为首席执行官现在可以专注于他们的核心业务。由于首席执行官因延迟申报而分心，本季度可能看起来不太好。但事后，应该是伟大而强大的！","text":"情况会变得更好，因为首席执行官现在可以专注于他们的核心业务。由于首席执行官因延迟申报而分心，本季度可能看起来不太好。但事后，应该是伟大而强大的！","html":"情况会变得更好，因为首席执行官现在可以专注于他们的核心业务。由于首席执行官因延迟申报而分心，本季度可能看起来不太好。但事后，应该是伟大而强大的！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":409936339112368,"commentId":"409936339112368","gmtCreate":1741064154166,"gmtModify":1741067761530,"authorId":4191281452216082,"author":{"id":4191281452216082,"idStr":"4191281452216082","authorId":4191281452216082,"name":"Nativeexp","avatar":"https://community-static.tradeup.com/news/0a8335f9cbd550c22b679bdfc9ad31d6","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":409485500317784,"objectIdStr":"409485500317784","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Potentially could see uptick as tariffs are priced in and market goes up after panick selling ","text":"Potentially could see uptick as tariffs are priced in and market goes up after panick selling ","html":"Potentially could see uptick as tariffs are priced in and market goes up after panick selling ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":409852660633992,"commentId":"409852660633992","gmtCreate":1741090572592,"gmtModify":1741093650969,"authorId":3574757547165483,"author":{"id":3574757547165483,"idStr":"3574757547165483","authorId":3574757547165483,"name":"Quick10","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":409485500317784,"objectIdStr":"409485500317784","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"But is still dropping .. scary !! Not cut lost ?","text":"But is still dropping .. scary !! Not cut lost ?","html":"But is still dropping .. scary !! Not cut lost ?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}